Allied Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 25, 2026, reports $224M in regulatory assets under management, 4 employees, and 417 accounts.
Assets Under Management
$224M
Employees
4
Offices
--
Total Clients
228
Primary office
BOCA RATON, FL
7700 CONGRESS AVE SUITE 3208, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 89.0% of total clients.
Top client categories% of clientsClients
1
HNWI
89.0%
203
2
Individuals
11.0%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$224Mas of March 25, 2026
Discretionary100.0%
$224M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$224M
Total Accounts417
10Y AUM Change+$224M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee57:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.